EF

Empirical Finance Portfolio holdings

AUM $1.91B
1-Year Est. Return 20.92%
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.72M
3
+$3.5M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$3.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.02M

Top Sells

1
+$10.7M
2
+$5.53M
3
+$2.51M
4
IMOM icon
Alpha Architect International Quantitative Momentum ETF
IMOM
+$2.49M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.41M

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 12.01%
3 Healthcare 10.13%
4 Industrials 9.37%
5 Financials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.44%
30,813
+952
52
$2.5M 0.44%
82,307
+12,757
53
$2.48M 0.44%
55,213
-45
54
$2.46M 0.43%
41,950
+7,415
55
$2.46M 0.43%
4,910
+847
56
$2.44M 0.43%
46,606
+8,038
57
$2.41M 0.42%
10,623
+263
58
$2.41M 0.42%
4,454
+782
59
$2.38M 0.42%
24,982
60
$2.32M 0.41%
25,225
61
$2.27M 0.4%
9,282
+260
62
$2.24M 0.39%
23,026
63
$2.22M 0.39%
54,925
-72
64
$2.14M 0.38%
39,098
+6,957
65
$2.12M 0.37%
27,192
+4,673
66
$2.11M 0.37%
57,352
+7,245
67
$2.1M 0.37%
62,893
68
$2.09M 0.37%
30,628
+2,347
69
$2.09M 0.37%
14,103
+2,455
70
$2.07M 0.36%
95,249
+16,889
71
$2.07M 0.36%
31,216
+374
72
$2.06M 0.36%
42,957
+7,347
73
$2.06M 0.36%
26,730
74
$1.99M 0.35%
48,154
+7,610
75
$1.97M 0.35%
18,017
+3,172
1 2
3
4 5